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Napatree Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Napatree Capital’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,340
Closed -$221K – 199
2024
Q4 		$221K Hold
3,340
– – 0.13% 171
2024
Q3 		$220K Hold
3,340
– – 0.15% 147
2024
Q2 		$202K Buy
+3,340
New +$203K 0.16% 135

Other funds holding VO

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Napatree Capital's VO Position: Q1 2025 in Review

Napatree Capital sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025, closing a stake of 3,340 shares — an estimated $221K sold.

Napatree Capital first reported a position in VO in Q2 2024 and held it in 3 quarters. The position peaked at $221K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Napatree Capital reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Napatree Capital sold 3,340 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $221K.
  • Napatree Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Napatree Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $221K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.